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Swanson Investment Research
Cardlytics ($CDLX): Important Items for 23Q2 Earnings (Research Note #185)
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Cardlytics ($CDLX): Important Items for 23Q2 Earnings (Research Note #185)

Why these items are important, the probability of occurring, the likelihood of an update at Q2 (this Tuesday, August 1st), and what it means if they do not occur.

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Austin Swanson
Jul 30, 2023
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Swanson Investment Research
Swanson Investment Research
Cardlytics ($CDLX): Important Items for 23Q2 Earnings (Research Note #185)
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Market Cap as of 7.30.2023: ~$11.01/ Share x 33.9M Shares ~ $373M Market Cap.

(#185) 7.30.2023: Important Items for 23Q2 Earnings

In CDLX Research Note #182 I discussed 14 possible upcoming announcements and updates, such as at Q2 earnings.

In Portfolio Update #6, I briefly mentioned 4 items I am looking to hear some updates on soon, such as on the Q2 earnings call.

Given the importance of these 4 items, I wanted to discuss each in more detail below, going over why they are important, the probability of occurring, the likelihood of an update at Q2 (this upcoming Tuesday, August 1st), and what it means if they do not occur.

Four Near-Term Items

There are four near-term items that if they occur, the probability of long-term investment success with CDLX increases, as well as the current market price. And as I will discuss below, I believe each have a high probability of occurring.

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